Nvidia And Jensen Huang Fueling Tech Sector Boom, Says Wedbush Analyst Dan Ives: 'For Every $1 Spent On...'
Nvidia And Jensen Huang Fueling Tech Sector Boom, Says Wedbush Analyst Dan Ives: 'For Every $1 Spent On...'
Wedbush analyst Dan Ives has underscored the significant influence of $NVIDIA (NVDA.US)$'s expansion on the tech industry, stating that every dollar spent on the company's chips generates $8 to $10 in the rest of the sector.
Wedbush的分析師丹·艾夫斯強調了的重要影響。$英偉達 (NVDA.US)$他表示，每花一美元在 英偉達 的芯片上在行業板塊的其他領域會帶來 8 至 10美元的收益。
What Happened: On Monday, while appearing on CNBC's Squawk on the Street, Ives explained the ripple effect of Nvidia's success throughout the tech industry.
發生了什麼：本週一，Ives在CNBC的股市節目Squawk on the Street上出現時解釋了英偉達成功對整個科技行業的牽連效應。
Ives noted that tech stocks were up another 15%, he said that even though the rally was led by 'Godfather of AI' Jensen Huang, the "multiplier for every dollar spent on an Nvidia chip — $8-10 flows into rest of the tech."
Ives指出科技股再度上漲了15％，儘管這次漲勢是由“AI教父”Jensen Huang領導的，但“每花費一美元購買英偉達芯片-8-10美元的乘數效應流入到其它科技行業中。“
He also pointed out that some tech firms feel the strain, especially those lacking the necessary resources and expertise.
他還指出，一些科技公司感到壓力，特別是那些缺乏必要資源和專業知識的公司。
Comparing this moment to the pivotal tech boom of 1995 rather than the bubble of 1999, Ives said, "It's a 1995 moment, not a 1999 moment," expressing his sustained bullishness for tech stocks. Ives compared the current situation to a party, $Apple (AAPL.US)$, Nvidia, and $Microsoft (MSFT.US)$ playing pivotal roles.
艾夫斯表示，我們應該把現在比作1995年的科技重要時刻，而不是1999年的泡沫時刻。他表示，這是一個1995年的時刻，不是1999年的時刻，表達了他對科技股的持續看好。$蘋果 (AAPL.US)$微軟、 蘋果 和 英偉達 在這一時刻扮演了至關重要的角色。$微軟 (MSFT.US)$蘋果現在正在人工智能派對上與 英偉達 和 微軟 一起跳舞，但這場人工智能派對只到早上4點，現在才9點。@SquawkStreet
"Apple is now on the dance floor at the AI Party with Nvidia and Microsoft still running the show as DJs....but it's only 9 pm and this AI Party goes till 4 am in our view," he said. When questioned about the longevity of this tech bull market, Ives forecasted a two-year run.
他說：“蘋果現在在AI Party的舞池上，而Nvidia和微軟仍然是DJ的主角....但現在才9點，我們認爲這次AI Party會持續到早上4點。” 當被問及這次科技牛市的長久穩定性時，Ives預測市場會持續兩年。
Apple is now on the dance floor at the AI Party with Nvidia and Microsoft still running the show as DJs....but it's only 9 pm and this AI Party goes till 4 am in our view @SquawkStreet
— Dan Ives (@DivesTech) July 1, 2024
英偉達的股票在最近的調整後出現了顯著反彈，艾夫斯表示公司的市值可能達到4萬億美元。他還將 分析師 視爲使用案例最“純粹”的人工智能股票。
— Dan Ives (@DivesTech) 2024年7月1日
Why It Matters: The tech sector has been buzzing with excitement as industry giants race towards a $4 trillion market cap The AI revolution is just beginning, and the second half of 2024 promises even more thrills.
爲什麼這很重要：隨着行業巨頭們競相爭奪4萬億美元市值的市場，科技板塊已經興奮不已。 AI革命正開始，2024年下半年將帶來更多的興奮。
Nvidia's stock had seen a significant rebound after a recent correction, with Ives suggesting that the company's market cap could reach $4 trillion. He has also identified $Palantir (PLTR.US)$ as the "purest" AI stock in terms of use cases.
作爲這一派對的DJ， 蘋果 現在加入了Nvidia和 微軟 ，但他們仍在主導舞臺...不過現在才9點，我們認爲這場人工智能派對會持續到早上4點。$Palantir (PLTR.US)$他還將 蘋果 視爲使用案例最“純粹”的人工智能股票。
Last week, Peter Thiel, while speaking at the Aspen Ideas Festival, drew parallels between the dot-com bubble of '99 and the current state of AI. He went on to say that Nvidia is capturing 80-85% of the revenue in the AI sector, something Thiel found "very strange." This is because most of the profits are being generated at the hardware level, an area "Silicon Valley doesn't even know much about anymore."
上週，在Aspen Ideas Festival上發言時，Peter Thiel對99年的互聯網泡沫與當前人工智能的現狀進行了比較。他接着說，英偉達正在AI領域佔據80-85％的收入，這讓Thiel感到“非常奇怪”。這是因爲大部分的利潤是在硬件水平產生的，而這是“硅谷不再了解的領域”之一。
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用Benzinga Neuro製作，並由Benzinga編輯審核和發佈。